Cantor Fitzgerald Investment Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

Cantor Fitzgerald Investment Advisors’s Portfolio NCA Stock Details NCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$110K	Hold	11,772	–	–	0.01%	183
2026 Q1	$110K	Hold	11,772	–	–	0.01%	177
2025 Q4	$105K	Hold	11,772	–	–	0.01%	183
2025 Q3	$105K	Hold	11,772	–	–	0.01%	190
2025 Q2	$102K	Hold	11,772	–	–	0.01%	185
2025 Q1	$102K	Hold	11,772	–	–	0.01%	181
2024 Q4	$99.5K	Hold	11,772	–	–	0.01%	182
2024 Q3	$107K	Hold	11,772	–	–	0.01%	185
2024 Q2	$102K	Hold	11,772	–	–	0.01%	146
2024 Q1	$106K	Hold	11,772	–	–	0.01%	144
2023 Q4	$105K	Buy	+11,772	New	+$98.5K	0.01%	148
2022 Q1	$176K	Hold	19,191	–	–	0.01%	302
2021 Q4	$194K	Hold	19,191	–	–	0.01%	301
2021 Q3	$202K	Hold	19,191	–	–	0.01%	151
2021 Q2	$205K	Buy	19,191 +8,941	+87%	+$93.2K	0.02%	151
2021 Q1	$111K	Hold	10,250	–	–	0.02%	66
2020 Q4	$111K	Sell	10,250 -5,000	-33%	-$52.1K	0.02%	66
2020 Q3	$156K	Hold	15,250	–	–	0.03%	59
2020 Q2	$156K	Hold	15,250	–	–	0.03%	59
2020 Q1	$153K	Hold	15,250	–	–	0.03%	56
2019 Q4	$162K	Hold	15,250	–	–	0.03%	53
2019 Q3	$162K	Hold	15,250	–	–	0.03%	52
2019 Q2	$154K	Hold	15,250	–	–	0.02%	56
2019 Q1	$146K	Hold	15,250	–	–	0.02%	56
2018 Q4	$139K	Hold	15,250	–	–	0.02%	51
2018 Q3	$143K	Hold	15,250	–	–	0.02%	60
2018 Q2	$145K	Hold	15,250	–	–	0.02%	56
2018 Q1	$142K	Buy	15,250 +4,000	+36%	+$38.8K	0.02%	54
2017 Q4	$115K	Hold	11,250	–	–	0.01%	54
2017 Q3	$119K	Hold	11,250	–	–	0.01%	51
2017 Q2	$115K	Buy	+11,250	New	+$116K	0.01%	52

Other funds holding NCA

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

SGWM

Sterling Group Wealth Management Pasadena, California $244M AUM 21.97% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's NCA Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors held its Nuveen California Municipal Value Fund (NCA) position steady in Q2 2026 at 11,772 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #183.

Cantor Fitzgerald Investment Advisors first reported a position in NCA in Q2 2017 and has held it in 31 quarters since. The position peaked at $205K in Q2 2021. 20 funds tracked by Wall St. Rank hold NCA as of Q2 2026.

Cantor Fitzgerald Investment Advisors held 11,772 shares of Nuveen California Municipal Value Fund worth $110K as of Q2 2026.
Cantor Fitzgerald Investment Advisors left its Nuveen California Municipal Value Fund share count unchanged in Q2 2026.
Nuveen California Municipal Value Fund made up 0.01% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #183 holding.
Cantor Fitzgerald Investment Advisors first reported a position in Nuveen California Municipal Value Fund in Q2 2017 and has held it in 31 quarters since.
Cantor Fitzgerald Investment Advisors's Nuveen California Municipal Value Fund position peaked at $205K in Q2 2021.
20 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.